-59.8%
FISV vs ZS
+0.7%
-60.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.6% | +2.2% | +0.9% |
| 7D | -7.2% | -8.1% | +0.8% | -5.9% |
| 30D | -7.2% | -8.4% | +1.3% | -5.9% |
| 3M | -8.2% | +31.1% | -39.2% | -12.6% |
| 6M | -17.7% | +4.4% | -22.1% | -20.6% |
| YTD | -27.2% | -27.3% | +0.2% | -25.4% |
| 1Y | -63.0% | -41.4% | -21.6% | -60.5% |
| All | -59.8% | +0.7% | -60.5% | -62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZS.
Daily Out/Under-Performance
Portfolio return minus ZS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ZS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling